SCHWAB STRATEGIC TR's ticker is SCHH and the CUSIP is 808524847. A total of 459 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $272,824 | -8.4% | 15,370 | +0.8% | 0.40% | +44.7% |
| Q2 2023 | $297,822 | +1.1% | 15,249 | +1.0% | 0.27% | -15.5% |
| Q1 2023 | $294,503 | +1.7% | 15,103 | +0.7% | 0.32% | -21.4% |
| Q4 2022 | $289,452 | +4.1% | 15,005 | +0.8% | 0.41% | -4.2% |
| Q3 2022 | $278,000 | -10.6% | 14,882 | +0.8% | 0.43% | +28.8% |
| Q2 2022 | $311,000 | -14.8% | 14,767 | +0.7% | 0.33% | +2.8% |
| Q1 2022 | $365,000 | -5.4% | 14,671 | +100.3% | 0.32% | -0.3% |
| Q4 2021 | $386,000 | +16.3% | 7,326 | +0.7% | 0.32% | +40.1% |
| Q3 2021 | $332,000 | 0.0% | 7,277 | +0.5% | 0.23% | -16.8% |
| Q2 2021 | $332,000 | +12.2% | 7,241 | +0.4% | 0.28% | +21.8% |
| Q1 2021 | $296,000 | +8.4% | 7,210 | +0.4% | 0.23% | -6.9% |
| Q4 2020 | $273,000 | – | 7,182 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 3D ASSET MANAGEMENT, INC | 471,405 | $14,260,000 | 4.34% |
| Whitnell & Co. | 250,711 | $7,584,000 | 3.48% |
| Vigilant Capital Management, LLC | 304,080 | $9,198,000 | 2.25% |
| Courage Miller Partners, LLC | 72,883 | $2,205,000 | 1.87% |
| Charles Schwab Investment Advisory, Inc. | 1,494,199 | $45,200,000 | 1.68% |
| Madden Advisory Services, Inc. | 51,672 | $1,563,000 | 1.17% |
| Bouchey Financial Group Ltd | 46,703 | $1,467,000 | 1.03% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 52,773 | $1,596,000 | 0.94% |
| Avior Wealth Management, LLC | 26,239 | $794,000 | 0.75% |
| Retirement Planning Group, LLC | 47,932 | $1,450,000 | 0.52% |